| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 88 | 247,167 | SCHX, VO, IJR, SCHG | 13F-HR | 7/21/2026 | 000117266126002707 |
| Q1 2026 | 84 | 205,995 | SCHX, VO, SCHG, IJR | 13F-HR | 5/13/2026 | 000117266126001795 |
| Q4 2025 | 84 | 211,618 | SCHX, SCHG, VO, IJR | 13F-HR | 1/28/2026 | 000117266126000354 |
| Q3 2025 | 84 | 215,685 | SCHX, SCHG, VO, IJR | 13F-HR | 11/6/2025 | 000117266125004615 |
| Q2 2025 | 90 | 214,156 | SCHX, SCHG, IJR, SCHV | 13F-HR | 7/29/2025 | 000117266125002765 |
| Q1 2025 | 92 | 200,400 | SCHX, SCHG, IJR, SCHV | 13F-HR | 4/16/2025 | 000117266125001499 |
| Q4 2024 | 82 | 210,212 | SCHX, SCHG, IJR, SCHV | 13F-HR | 2/10/2025 | 000117266125000598 |
| Q3 2024 | 82 | 204,739 | SCHX, IJR, SCHG, SCHV | 13F-HR | 4/8/2025 | 000117266125001426 |
| Q2 2024 | 82 | 193,779 | SCHX, SCHG, IJR, QQQ | 13F-HR | 4/8/2025 | 000117266125001425 |
| Q1 2024 | 80 | 199,757 | SCHX, IJR, SCHG, IJS | 13F-HR | 4/8/2025 | 000117266125001424 |
| Q4 2023 | 82 | 194,424 | IJR, SCHX, SCHG, IJS | 13F-HR | 4/8/2025 | 000117266125001423 |